James Nelson
Affinity Wealth Management · Wilmington, Delaware
James Nelson is a fee-only financial advisor at Affinity Wealth Management in Wilmington, Delaware, who holds the CFP credential. James focuses on tax planning, estate & legacy planning and small business owners. Affinity Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Affinity Wealth Management |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $872.5M across 2,004 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE · CRD 7043292 |
| Exams passed | Series 66 (2019) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.affinitywealth.com |
How James's firm compares
- Affinity Wealth Management's average account is about $435,000, from its Form ADV (assets managed divided by 2,004 accounts).
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Questions about James
Is James Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Affinity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Affinity Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Nelson based?
James Nelson is based in Wilmington, Delaware.
What does James specialize in?
James's specialties include tax planning, estate & legacy planning and small business owners.
What credentials does James Nelson hold?
James Nelson holds the CFP credential.
Is James Nelson registered with the SEC?
Yes. James Nelson is registered as an investment adviser representative in DE (CRD 7043292), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Affinity Wealth Management manage?
Affinity Wealth Management reports $872.5M across 2,004 accounts in assets under management.
How do I contact James Nelson?
Through James's website, www.affinitywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Affinity Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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